Bcu Wealth Advisors, LLC Portfolio Holdings

Bcu Wealth Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $73.5B, Dimensional ETF Tr Dimensional with a value of $17.6B, Dimensional ETF Tr Short Durat with a value of $10.4B, Dimensional ETF Tr Core Fxd In with a value of $7.74B, and Ishares Core Total Usd Bond Ma with a value of $6.32B.

Examining the 13F form we can see an increase of $32.3B in the current position value, from $135B to 168B.

Bcu Wealth Advisors, LLC is based out at Vernon Hills, IL

Below you can find more details about Bcu Wealth Advisors, LLC portfolio as well as his latest detailed transactions.